Nvidia: is the Huang selloff a buying opportunity? | MarketTalk

Nvidia’s selloff raises a tempting question: has the AI giant become too cheap to ignore? At $159, shares trade near 17 times this fiscal year’s expected earnings and 10 times next year’s. But ambitious growth forecasts and leadership uncertainty complicate the bargain. Today’s Market Talk examines Nvidia’s valuation, next week’s earnings expectations and what weaker profits could mean for investors. Also in focus: CoreWeave’s reassuring results, Nebius earnings, Anthropic’s upcoming IPO and the rotation towards non-tech stocks. Meanwhile, cheaper oil offers relief, but refining constraints and persistent inflation could keep central banks hawkish. Can AI enthusiasm outweigh the risks once again?

Watch the full episode to find out more!

0:00 Intro
1:09 Tech’s roller-coaster week
4:10 Has Nvidia become too cheap to miss?
7:30 Zooming out: what we are watching and what’s next?

Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clints. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.

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